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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,748 | $108,922-69.0% | $100,398-66.4% | $145,978-76.9% |
| Participation rate | 84.6% | 83.0%+1.7pp | 81.5%+3.1pp | 80.3%+4.3pp |
| Annual return | 11.00% | 58.04%-47.0pp | 49.32%-38.3pp | 550.52%-539.5pp |
| Employer contribution / active EE | $925 | $4,426-79.1% | $3,946-76.6% | $4,662-80.2% |
| Participant deferral / active EE | $2,990 | $8,450-64.6% | $8,084-63.0% | $6,690-55.3% |
| Admin fee / account holder | $9,369 | $9,680-3.2% | $7,893+18.7% | $13,400-30.1% |